Taxation

Working closely with you to plan and improve tax efficiency…

Taxation

At Abbey Stevens we want to help you to understand the tax implications of your actions as you make decisions. This can be within running your business every day, to big life moments, we are here every step of the journey.

As tax advisors we aim to mitigate your tax liabilities in accordance with the UK tax legislation and work with you to forecast and budget your liabilities.

Corporation tax services

Under Corporation Tax Self Assessment (CTSA), the legal responsibility for correctly calculating the corporation tax liability falls on business owners. We understand that this is a big responsibility and want to help you.

Taxation

We can prepare tax returns in a timely and efficient manner, calculate your company's tax liabilities and assist with forecasts and calculations.

The increased reporting obligations, investigation and harsher penalties for non-compliance mean that your time and resources can be absorbed with tax administration.

Abbey Stevens can help minimise corporate tax exposure and relieve the administrative burden. Effective corporate tax planning can also result in significant improvements in your bottom line.

Personal tax services (including sole-traders and partnerships)

Self Assessment

Taxation

Abbey Stevens has the expertise and software to take the headache out of the form filling and compliance aspect of Self Assessment.

We want to talk to you and understand your circumstances to provide you with practical advice on personal tax and the planning opportunities available.

In recent years HMRC have increased their penalties for failing to file a return on time and for errors. We can complete tax returns, calculate tax liabilities and advise you on exactly when to make payments and how much to pay.

Personal tax planning

Everyone who is subject to taxation needs professional advice and support if they are to optimise their tax position and ensure they meet the compliance requirements.

We can provide you with year-round advice on all aspects of personal taxation.

Estate planning

Taxation

We know that few like to think about dying; however, suitable tax planning means taking actions sooner rather than later and making the necessary provisions now.

There are many tax opportunities available and the earlier arrangements are made, the greater the chance of taking full advantage of our complicated tax system.

When planning for transfers of estate, it is key that adequate provision is made and getting the right balance requires considerable skill and foresight – along with a detailed knowledge of the current tax regime.

We can help by discreetly providing estate planning services that include:

  • Help with planning and reviewing a will
  • Making full use of exemptions and lower tax rates on lifetime transfers
  • Optimising lifetime transfers between family members
  • Transferring agricultural or business property
  • Transferring assets into trust
  • Arranging adequate life assurance to cover potential inheritance tax liabilities

Require more information?

If you would like more information or would like to speak to us direct then call us on 01992 666 884. Or if you would prefer, ask us a question online.